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iShares Russell Mid-Cap ETF

1,234 hedge funds and large institutions have $27.4B invested in iShares Russell Mid-Cap ETF in 2024 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 417 increasing their positions, 414 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,234
Holders Change
-15
Holders Change %
-1.2%
% of All Funds
17.95%
Holding in Top 10
65
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+1.56%
% of All Funds
0.95%
New
80
Increased
417
Reduced
414
Closed
79
Calls
$6.97M
Puts
$1.14M
Net Calls
+$5.83M
Net Calls Change
-$5.6M
Name Holding Trade Value Shares
Change
Shares
Change %
FIM
1101
FWL Investment Management
Texas
$144K -$7.3K -90 -5%
LFA
1102
LGT Financial Advisors
Texas
$141K +$324 +4 +0.2%
BFPW
1103
BOK Financial Private Wealth
Colorado
$136K
HPIA
1104
Hamilton Point Investment Advisors
North Carolina
$136K
PWA
1105
Provenance Wealth Advisors
Florida
$134K
PCMC
1106
Private Capital Management (Colorado)
Colorado
$132K -$280K -3,448 -68%
HGA
1107
Hobbs Group Advisors
South Carolina
$129K +$129K +1,585 New
CFO
1108
CVA Family Office
Colorado
$125K
National Bank of Canada
1109
National Bank of Canada
Quebec, Canada
$124K +$37.6K +468 +43%
FFL
1110
Financial Freedom LLC
Ohio
$124K +$162 +2 +0.1%
EDRH
1111
Edmond de Rothschild Holding
Switzerland
$123K +$47.4K +585 +62%
IA
1112
IFP Advisors
Florida
$123K +$162 +2 +0.1%
CFGS
1113
Concourse Financial Group Securities
Alabama
$123K +$31.1K +384 +34%
BWL
1114
Bogart Wealth LLC
Virginia
$122K +$568 +7 +0.5%
MFC
1115
Mechanics Financial Corp
Ohio
$121K -$4.95K -61 -4%
LI
1116
LRI Investments
Florida
$118K
CB
1117
CNB Bank
Pennsylvania
$116K
BAM
1118
Bellevue Asset Management
Washington
$115K +$22.4K +276 +24%
FFA
1119
Farther Finance Advisors
California
$114K +$27.7K +345 +32%
EWP
1120
Elevation Wealth Partners
California
$114K
VAMG
1121
Voisard Asset Management Group
Michigan
$111K -$53.8K -664 -33%
MFC
1122
Morris Financial Concepts
South Carolina
$111K
VWWMG
1123
Vermillion & White Wealth Management Group
Pennsylvania
$108K
M
1124
MOTCO
Texas
$106K
GEA
1125
Glen Eagle Advisors
New Jersey
$105K -$1.3K -16 -1%